Crate a HR Custom Field

Modified on Thu, 4 May, 2023 at 1:43 PM

Have you ever needed to store information for employees but found out in the employee record that there is not a field to do that? You may want to store employee's favorite food for the company's lunch date or need T-shirts sizes for all the uniform. If so, you can create HR Custom Fields. This field will be displayed in the employee profile. Just like any other field like name, address, or pay information. This field may then be updated for each employee and reports run for information when needed.

Navigation: Menu > Admin > HR Setup > Custom Field

Click ADD New Field
Check the Enable box. This will make the field show up in employee profile.
In the Label field enter the name of the item you would like to add
The next field is Type, click the drop-down menu to select the type of format you want it.
The maximum length is how big the field is.
Next is Default if you have your default value.
Select Is List option. The Is List option is used if you want to create a drop-down for the field. Select Multiple Items, where you can add your drop-down choices. Select ADD.
Select Save.
This configures the field. Now the field will be displayed in the employee profile.

To check the field in the employee profile:

Navigation: Menu > Team > My Team > Employee Information

Select employee information
Click HR tab
On the Left side panel, select HR Custom Field on the Jump To
You can see the item that you enter or the name of the field.
Click the drop-down menu for the selection
Select Save

Security access

If you need managers or employees to update HR Custom Fields, just ensure the appropriate security access is granted in the specific security profiles.

Remember: Employees are given access to their own information on the ESS tab. Managers are given access to their employees' information on the HR tab.

(Select to enlarge)		After accessing either the HR or ESS tab of the specific security profile, look for the HR Custom Values field. If set to View/Edit (Custom), you may grant access for each specific HR Custom Field. (See next image)
(Select to enlarge)